Purchases and Sales Made in Q3 2021 in Vanguard (VGSH)
This table provides information about the institutional ownership of Vanguard (VGSH) during Q3 2021. The information is specifically focused on institutions that hold shares of VANGUARD.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86.9M+ 162854.8% |
$5.34B - $5.35B
|
87M
$5.06B
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.4MNew |
$2.72B - $2.73B
|
44.4M
$2.58B
|
|
Nov 15, 2021
Q3 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
9.66M+ 77.12% |
$593M - $595M
|
22.2M
$1.29B
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.37MNew |
$514M - $515M
|
8.37M
$487M
|
|
Oct 28, 2021
Q3 2021
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.79MNew |
$110M - $110M
|
1.79M
$104M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.17MNew |
$71.6M - $71.8M
|
1.17M
$67.9M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.06MNew |
$65.2M - $65.4M
|
1.06M
$61.8M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
704K+ 6347.84% |
$43.2M - $43.4M
|
716K
$41.6M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
440KNew |
$27M - $27.1M
|
440K
$25.6M
|
|
Nov 08, 2021
Q3 2021
|
Next Capital Advisers, Inc.
|
BUY
|
- |
335K+ 27.12% |
$20.5M - $20.6M
|
1.57M
$91.2M
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
324KNew |
$19.9M - $20M
|
324K
$18.9M
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
286K+ 2324.67% |
$17.6M - $17.6M
|
298K
$17.3M
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
281KNew |
$17.3M - $17.3M
|
281K
$16.3M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
268KNew |
$16.5M - $16.5M
|
268K
$15.6M
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
256K+ 78.76% |
$15.7M - $15.7M
|
581K
$33.8M
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
245KNew |
$15.1M - $15.1M
|
245K
$14.3M
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
240KNew |
$14.8M - $14.8M
|
240K
$14M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
217K+ 27.0% |
$13.3M - $13.3M
|
1.02M
$59.3M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
208K+ 398.0% |
$12.8M - $12.8M
|
260K
$15.1M
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
166K+ 120.97% |
$10.2M - $10.2M
|
303K
$17.6M
|
|
Nov 15, 2021
Q3 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
164K+ 377.41% |
$10M - $10.1M
|
207K
$12M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
145K+ 3311.57% |
$8.92M - $8.94M
|
150K
$8.71M
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
124KNew |
$7.59M - $7.61M
|
124K
$7.19M
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
118K+ 32.42% |
$7.26M - $7.28M
|
483K
$28.1M
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
118K+ 37.68% |
$7.23M - $7.25M
|
430K
$25M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
112K+ 165.57% |
$6.86M - $6.88M
|
179K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
87.6K+ 42.71% |
$5.38M - $5.39M
|
293K
$17M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.9K+ 15.21% |
$4.9M - $4.91M
|
605K
$35.2M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
77.5K+ 22.04% |
$4.76M - $4.77M
|
429K
$25M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73.8K+ 5.46% |
$4.53M - $4.54M
|
1.43M
$82.9M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
71.1K+ 32.05% |
$4.36M - $4.37M
|
293K
$17M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
66K+ 466.42% |
$4.05M - $4.06M
|
80.1K
$4.66M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
62KNew |
$3.81M - $3.81M
|
62K
$3.6M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.4K+ 4.21% |
$3.77M - $3.78M
|
1.52M
$88.4M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60.8KNew |
$3.73M - $3.74M
|
60.8K
$3.54M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
59.8K+ 89.77% |
$3.67M - $3.68M
|
127K
$7.36M
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
59.5K+ 24.21% |
$3.66M - $3.66M
|
305K
$17.8M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
52.8KNew |
$3.24M - $3.25M
|
52.8K
$3.07M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.2K+ 19.64% |
$3.2M - $3.21M
|
318K
$18.5M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
51.2K+ 52.65% |
$3.14M - $3.15M
|
148K
$8.63M
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
49KNew |
$3.01M - $3.02M
|
49K
$2.85M
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
48.8K+ 13.31% |
$2.99M - $3M
|
415K
$24.1M
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
45K+ 31.93% |
$2.76M - $2.77M
|
186K
$10.8M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
44.7K+ 1.89% |
$2.74M - $2.75M
|
2.41M
$140M
|
|
Nov 01, 2021
Q3 2021
|
Defender Capital, Llc.
|
BUY
|
- |
41.9K+ 6.23% |
$2.57M - $2.58M
|
715K
$41.6M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40.5KNew |
$2.49M - $2.49M
|
40.5K
$2.36M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
39.5KNew |
$2.42M - $2.43M
|
39.5K
$2.3M
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
37.3K+ 3.17% |
$2.29M - $2.3M
|
1.21M
$70.6M
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
33KNew |
$2.02M - $2.03M
|
33K
$1.92M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31K+ 343.57% |
$1.9M - $1.91M
|
40K
$2.33M
|